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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $9,051 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,204 | $62,543-58.1% | $83,323-68.6% | $55,725-53.0% |
| Participation rate | 80.2% | 78.4%+1.8pp | 77.8%+2.4pp | 70.9%+9.3pp |
| Annual return | 6.46% | 14.85%-8.4pp | 10.63%-4.2pp | 244.93%-238.5pp |
| Employer contribution / active EE | $3,943 | $2,427+62.4% | $3,379+16.7% | $2,078+89.7% |
| Participant deferral / active EE | $8,470 | $5,682+49.1% | $5,565+52.2% | $3,356+152.4% |
| Admin fee / account holder | $32 | $103-68.5% | $7,539-99.6% | $115-71.8% |